Thistle Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Thistle Wealth Management, LLC provides investment management and financial planning services to a range of clients including pooled investment vehicles, institutional and governmental entities, and high-net-worth individuals. The firm operates on a fee-only basis and offers both ongoing and project-based financial planning alongside discretionary and non-discretionary portfolio management.
The firm’s investment approach is grounded in modern portfolio theory and strategic asset allocation across equities, fixed income, mutual funds, and ETFs, using a mix of passive and active vehicles to align portfolios with client objectives. Accounts are reviewed on a regular (quarterly) basis against stated goals and risk tolerances, with the firm relying on custodian valuations and executing trades on an account-by-account basis rather than on aggregated block trades.
A distinguishing feature relative to many peers is the firm’s willingness to bill project-based planning on an hourly basis in addition to customary AUM-based arrangements, a practice that is relatively uncommon for managers of pooled or institutional assets. The firm also requires clients to custody assets at a recommended institutional custodian and discloses use of that custodian’s institutional support services; it is a recently formed, state-registered adviser.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for project-based financial planning range from $500 to $5,000; Ongoing financial planning fees range from $500 to $1,500 quarterly
$0 - $1,000,000: 0.80% $1,000,001 - $10,000,000: 0.40% $10,000,001+: 0.20%
$300 per hour for project-based financial planning
Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,000 for Investment Management Services Fee-only: Fees charged for investment management and financial planning; no commissions received.
Main office
Maitland FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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